Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and private markets. Adam founded Segra in 2013 to focus on a concentrated portfolio of contrarian, underfollowed investment ideas. In turn, this led to a dedicated focus on nuclear power. Both Tom Steyer and Bill Orum discussed nuclear power as an essential, although very long-term component of addressing climate needs. Adam’s insights provide an understanding of the thesis as well as nuances in capitalizing on it. Our conversation covers Adam’s early career, path to Segra, and shift in focus to nuclear.  We discuss the fundamental case and market inefficiencies in the industry, supply and demand, the nuclear fuel cycle, safety and waste, and risks to thesis.   For full show notes, visit the episode webpage here.  Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investing with founders to build best-in-class sports, media, and entertainment companies. Our conversation covers David’s background, long experience in distressed investing on Wall Street and at Apollo, and personal investments in sports-related businesses that led to serving at CIO of Harris Blitzer Sports & Entertainment. We then turn to the formation of Velocity, the firm’s focus, deal sourcing, diligence process, value-added ownership, and example of its investment in the X-Games. For full show notes, visit the episode webpage here.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership